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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: FLSTF97 who wrote (39572)2/21/2001 2:29:46 PM
From: tekboy  Read Replies (2) | Respond to of 54805
 
People are merely cautious, not yet claiming that the sky is falling.

The sky is falling, the sky is falling!

tekboy/Ares@ok,canwegobackupnow?.pov

PS can we call you "FATBOY slim" yet?



To: FLSTF97 who wrote (39572)2/21/2001 3:27:28 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 54805
 
Thanks. Good to hear from you. I guess you lean toward the view that the other shoe still needs to drop on this downturn, and it won't be time to buy until Intel cuts capex, and technology buys drop off. I'm not sure what you mean by volatility (in semi-equip order stream) being decreased by larger foundry market share. Thanks again, your opinion is valued.


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